TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RON COLEMAN...................................................................... CHAIRPERSON	4.30 ................. 0.00	X	X
(2) STEPHEN BELL...................................................................... VICE CHAIRPERSON	4.30 ................. 0.00	X	X
(3) SHERYL MARKS-WILLIAMS...................................................................... SECRETARY	4.30 ................. 0.00	X	X
(4) ROBERT BLEDSOE...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(5) KIM CLARKE...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(6) BRUCE FORD...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(7) BILL FRYE...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(8) DAN HAGER...................................................................... BOARD MEMBER - THRU 6/23	4.30 ................. 0.00	X
(9) LARRY HANNAH...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(10) JERRY HARALSON...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(11) EMMA HARMON...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(12) JOSEPH HURT...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(13) PHYLLIS KLOCK...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(14) RICHARD NUSSEL...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(15) FELIX RIVERA...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(16) BEN SIMMONS...................................................................... BOARD MEMBER	4.30 ................. 0.00	X
(17) TAMIKA SMITH...................................................................... BOARD MEMBER - THRU 7/23	4.30 ................. 0.00	X

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ............................... 1

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) FAC OF THE UNITED METHODIST CHURCH	590904361	1	Yes		57,400	0

Total 1					57,400	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART IV, LINE 2	THE SUPPORTED ORGANIZATION RECEIVED CONFIRMATION FROM THE IRS THAT IT IS DESCRIBED UNDER SECTIONS 170(B)(1)(A)(I) AND 509(A)(1) OF THE CODE.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization FLORIDA UNITED METHODIST FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization FLORIDA UNITED METHODIST FOUNDATION INC		Employer identification number 59-1148710

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization FLORIDA UNITED METHODIST FOUNDATION INC			Employer identification number 59-1148710
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	14
2	Aggregate value of contributions to (during year)	39,400
3	Aggregate value of grants from (during year)	42,505
4	Aggregate value at end of year ........	535,467

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	6,516,359	7,723,062	6,701,146	6,369,964	5,639,817
b	Contributions ...	73,016	43,870	198,504	9,620	42,913
c	Net investment earnings, gains, and losses	963,756	-1,220,903	853,082	351,232	716,559
d	Grants or scholarships ...	40,950
e	Other expenditures for facilities and programs ...	143,874
f	Administrative expenses ....	5,947	29,670	29,670	29,670	29,325
g	End of year balance ......	7,362,360	6,516,359	7,723,062	6,701,146	6,369,964

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

51.396 %

Permanent endowment right arrow

9.210 %

Term endowment right arrow

39.394 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	1,860,290	814,282	1,046,008
c	Leasehold improvements
d	Equipment ....	306,759	291,003	15,756
e	Other .....	331,939	304,968	26,971
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,088,735

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEPOSITS, INTEREST BEARING	125,278,264








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	125,278,264
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	8,438,258
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,313,331
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	68,355
e	Add lines 2a through 2d .....................			2e	1,381,686
3	Subtract line 2e from line 1..................			3	7,056,572
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	187,845
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	187,845
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,244,417

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	6,947,188
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	6,947,188
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	187,845
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	187,845
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	7,135,033

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART IV, LINE 2B:	THE FOUNDATION ENTERS INTO SEVERAL AGREEMENTS THAT BENEFIT UNITED METHODIST CHURCHES OR AGENCIES THROUGH THE USE OF THE COMMON FUNDS. THESE AGREEMENTS INCLUDE FUMF FUNDS AGREEMENTS (A TOOL FOR THE CHURCHES TO INVEST IN OUR ENDOWMENTS), CHARITABLE REMAINDER TRUST (THE FOUNDATION IS THE TRUSTEE), CHARITABLE GIFT ANNUITIES, DONOR ADVISED FUNDS AND MANAGED TRUSTS (THE FOUNDATION IS NOT THE TRUSTEE). THESE ASSETS AND LIABILITIES ARE EQUAL AND SHOWN AS CUSTODIAL. THE RELATED REVENUES AND EXPENSES ARE NOT CONSIDERED PART OF THE FOUNDATION'S OPERATIONS AND ARE NOT REFLECTED IN ITS FINANCIAL STATEMENTS.
PART V, LINE 4:	AN ENDOWMENT WAS ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS IN ORDER TO PROVIDE THE ORGANIZATION WITH INCOME TO ASSIST IN FUNDING ITS MANAGEMENT AND GENERAL COSTS. ADDITIONAL RESTRICTED NET ASSETS WERE ADDED TO THE ENDOWMENT IN 2006, 2010, 2011, 2012, 2014, 2020, 2021, 2022 AND 2023 FROM TRUSTS AND VARIOUS RESTRICTED GIFTS. THE ENDOWMENT ALSO INCLUDES SPLIT INTEREST AGREEMENTS, CHARITABLE REMAINDER TRUSTS, AND GIFT ANNUITIES CREATED BY DONORS WITH THE ORGANIZATION AS A REMAINDER BENEFICIARY. AN ENDOWMENT WAS SET UP FOR A SPECIFIC RESTRICTED PURPOSE AND IS SHOWN IN THE DONOR RESTRICTIONS. THE PURPOSE WAS TO ESTABLISH A PERMANENT ENDOWED SCHOLARSHIP FOR THE FLORIDA CONFERENCE CAMPS AND RETREATS SITE. ADDITIONAL FUNDS WERE ADDED TO THIS ENDOWMENT IN 2013. TWO ENDOWMENTS WERE SET UP FOR A SPECIFIC RESTRICTED PURPOSE AND ARE SHOWN IN THE DONOR RESTRICTIONS. THE GERALDINE WILLIAMS MCCLELLAN SCHOLARSHIP FUND IS A SEPARATE FUND FOR THE PURPOSE OF PROVIDING AN ANNUAL SCHOLARSHIP TO A STUDENT AT GAMMON THEOLOGICAL SEMINARY WHO IS FROM THE STATE OF FLORIDA. THE BEN AND MARTHA SIMMONS SCHOLARSHIP FUND IS A SEPARATE FUND FOR THE PURPOSE OF PROVIDING ONE OR MORE SCHOLARSHIPS TO A MINISTERIAL STUDENT IN GRADUATE STUDIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN PRESENT VALUE OF FUTURE INTEREST IN TRUSTS 66,184. FMV ADJUSTMENT 2,171.

Schedule D (Form 990) 2022

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number
59-1148710

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) REHACIENDO COMUNIDADES CON ESPERANZA INC PO BOX 23339 SAN JUAN,PR09931	66-0857114	501(C)(3)	20,000	N/A	N/A	GRANT FOR HURRICANE RELIEF
(2) FAC BOARD OF CAMPS & RETREAT MINISTRIES 450 MARTIN L KING JR AVE LAKELAND,FL33815	59-0904361	501(C)(3)	37,400	N/A	N/A	BELL ENDOWED CAMPING SCHOLARSHIP FUND
(3) FAC OF THE UNITED METHODIST CHURCH 450 MARTIN L KING JR AVE LAKELAND,FL33815	59-0904361	501(C)(3)	20,000	N/A	N/A	GRANT FOR HURRICANE RELIEF

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE FUTURE GENERATIONS FUND: THIS FUND WAS ESTABLISHED IN 2016 TO PROVIDE GRANTS TO PROGRAMS AND MINISTRIES THAT FOSTER THE SPIRITUAL DEVELOPMENT OF YOUNG PEOPLE (NEWBORN TO 30 YEARS OLD) AND NURTURE THEIR DEVELOPMENT AS CHURCH LEADERS. ANY PROGRAM CONSIDERED FOR GRANT FUNDING IS EXPECTED TO MEET THE FOLLOWING CRITERIA: A. BE WELL PLANNED AND EFFICIENT IN ITS USE OF FUNDS. B. HAVE IDENTIFIED ADEQUATE LOCAL AND EXTENDED SUPPORT TO SUSTAIN THE MINISTRY BEYOND THE GRANT PERIOD. C. INCLUDE EFFORTS TO COLLABORATE WITH OTHER AGENCIES AND GROUPS, SUCH AS LOCAL SCHOOLS AND PROGRAMS, MAXIMIZING REQUESTED FUNDS. D. INVOLVE VOLUNTEER LEADERSHIP AND STAFFING WHERE APPROPRIATE. E. PROVIDE MATCHING FUNDS. EMERGENCY GRANTS: WHEN THERE IS AN URGENT NEED DUE TO A WIDESPREAD EMERGENCY OR NATURAL DISASTER, THE FOUNDATION PRESIDENT IS EMPOWERED TO GRANT UP TO $10,000 AT HIS OR HER DISCRETION, IN CONSULTATION WITH THE COMMITTEE CHAIR, WITHOUT A CALLED MEETING OF THE ADVANCEMENT AND GRANTS COMMITTEE. SUCH GRANTS WILL BE IMMEDIATELY DISCLOSED TO THE FULL BOARD AND FOUNDATION STAFF. GRANTS WILL BE MADE TO THE AFFECTED ANNUAL CONFERENCE OR THE UNITED METHODIST COMMITTEE ON RELIEF. THE FLORIDA UNITED METHODIST FOUNDATION EMPLOYS ITS SCHOLARSHIP & GRANTS COMMITTEE TO OVERSEE THE ALLOCATION OF FUNDS, ENSURING THAT SCHOLARSHIPS AND GRANTS ARE AWARDED EFFECTIVELY. ADDITIONALLY, THE FOUNDATION CONDUCTS AN ANNUAL FOLLOW UP THROUGH ITS STAFF TO MONITOR THE PROGRESS AND IMPACT OF THE DISBURSED GRANTS. THIS APPROACH HELPS MAINTAIN ACCOUNTABILITY AND ENSURES THAT THE GRANTS ARE UTILIZED IN ALIGNMENT WITH THE FOUNDATION'S MISSION AND OBJECTIVES.

Schedule I (Form 990) 2023

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1REV EDWARD NEW PRESIDENT & CEO	(i) (ii)	127,827 ------------- 0	0 ------------- 0	0 ------------- 0	28,555 ------------- 0	88,297 ------------- 0	244,679 ------------- 0	0 ------------- 0
2PAMELA HICKS VICE PRESIDENT	(i) (ii)	171,919 ------------- 0	0 ------------- 0	0 ------------- 0	21,029 ------------- 0	16,712 ------------- 0	209,660 ------------- 0	0 ------------- 0
3REV JOHN PETERSON VICE PRESIDENT	(i) (ii)	100,175 ------------- 0	0 ------------- 0	0 ------------- 0	23,483 ------------- 0	83,724 ------------- 0	207,382 ------------- 0	0 ------------- 0
4ANDREW CRASKE VICE PRESIDENT	(i) (ii)	130,474 ------------- 0	0 ------------- 0	0 ------------- 0	16,037 ------------- 0	13,368 ------------- 0	159,879 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 1A

THE FOUNDATION DOES NOT PROVIDE HOUSING FOR METHODIST MINISTERS. AS PER SECTION 107 OF IRSC (1986), ORDAINED METHODIST MINISTERS ARE ALLOWED TO EXCLUDE FROM THEIR GROSS INCOME THE RENTAL VALUE OF A HOME. THE HOUSING ALLOWANCE EXCLUSIONS ARE APPROVED BY THE FULL BOARD. IN MAY 2023, THE FOUNDATION JOINED GRASSLANDS GOLF & COUNTRY CLUB. THIS IS A CORPORATE MEMBERSHIP AND REV. EDWARD NEW IS THE INITIAL USER FOR THE MEMBERSHIP PRIVILEGES. REV. NEW PICKED UP A PRO RATA SHARE OF THE TOTAL FEES PAID IN 2023 BY THE FOUNDATION. THIS AMOUNT WAS LISTED ON HIS FORM W-2.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Return Reference	Explanation
FORM 990, PART III, LINE 1: THE ORGANIZATION'S MISSION	METHODIST CHURCH UNDER THE PROVISIONS OF CHAPTER 617, FLORIDA STATUTES, AND NOT FOR PECUNIARY PROFIT OR FINANCIAL GAIN. THE SPECIFIC PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE AS FOLLOWS: A. TO ACT AS TRUSTEE, TO ADMINISTER TRUSTS, TO RECEIVE AND ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES, AND TO THAT END TO TAKE TITLE TO AND HOLD, BY CONTRACT, BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE, EITHER ABSOLUTELY OR IN TRUST, ANY PROPERTY, REAL, PERSONAL AND MIXED, WITHOUT LIMITATIONS AS TO AMOUNTS OR VALUE; B. TO RECEIVE, ADMINISTER AND PARTICIPATE IN CHARITABLE REMAINDER TRUSTS, UNITRUSTS AND OTHER LIKE TRUSTS, TO THE EXTENT THIS CORPORATION IS LAWFULLY PERMITTED TO DO SO; TO SELL, CONVEY AND DISPOSE OF ANY SUCH PROPERTY AND TO INVEST AND REINVEST THE PRINCIPAL AND INCOME THEREOF, AND TO DEAL WITH AND EXPEND THE PRINCIPAL AND INCOME OF THIS CORPORATION FOR ANY OF THE AFOREMENTIONED OBJECTIVES AND PURPOSES, WITHOUT LIMITATION, EXCEPT AS TO SUCH LIMITATIONS, IF ANY, AS MAY BE CONTAINED IN THE INSTRUMENT UNDER WHICH SUCH PROPERTY IS RECEIVED OR OTHER LIMITATIONS IMPOSED BY LAW; C. TO RECEIVE DEPOSITS FROM LOCAL CHURCHES AND OTHER ORGANIZATIONS AND INSTITUTIONS OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH OR FLORIDA RESIDENTS AS MAY BE PERMITTED OR AUTHORIZED BY APPLICABLE LAW; TO PAY INTEREST ON SUCH DEPOSITS; TO OFFER DEBT SECURITIES THE PROCEEDS OF WHICH TO FUND LOANS MADE TO CHURCHES, INDIVIDUALS, ENTITIES, AGENCIES AND OTHER ORGANIZATIONS THE FOUNDATION SERVES; TO LEND MONEY TO LOCAL CHURCHES, ORGANIZATIONS, INSTITUTIONS AND AGENCIES RELATED TO THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH OR THE UNITED METHODIST CHURCH, OR TO CHURCHES, AGENCIES, DISTRICTS, SCHOOLS, ORGANIZATIONS AND CHARITIES WHOSE MISSION COMPLEMENTS AND SUPPORTS A WESLEYAN FOCUS ON ABUNDANT GRACE AND SHARED COMMITMENT TO MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD; D. TO RECEIVE ANY PROPERTY, REAL, PERSONAL OR MIXED IN TRUST, UNDER THE TERMS OF ANY WILL, TRUST OR OTHER INSTRUMENT FOR THE FOREGOING PURPOSES OR ANY OF THEM, AND IN ADMINISTERING SAME TO CARRY OUT THE DIRECTIONS AND EXERCISE THE POWERS CONTAINED IN THE TRUST INSTRUMENT UNDER WHICH THE PROPERTY IS RECEIVED, INCLUDING THE EXPENDITURE OF THE PRINCIPAL, AS WELL AS THE INCOME, FOR ONE OR MORE OF SUCH PURPOSES, IF AUTHORIZED OR DIRECTED IN THE TRUST INSTRUMENT UNDER WHICH IT IS RECEIVED; TO RECEIVE, TAKE TITLE TO, HOLD, AND USE THE PROCEEDS AND INCOME OF STOCKS, BONDS, OBLIGATIONS, OR OTHER SECURITIES OF ANY CORPORATIONS OR CORPORATION, DOMESTIC OR FOREIGN, ONLY FOR THE FOREGOING POWERS, OR ANY OF THEM; E. TO ACQUIRE, RECEIVE AND ACCEPT, BY WAY OF GRANT, GIFT, DEVISE, BEQUEST, PURCHASE, LEASE OR OTHERWISE, MONEY AND REAL AND PERSONAL PROPERTY OF EVERY KIND, NATURE AND DESCRIPTION, WITHOUT LIMITATION AS TO AMOUNT OR VALUE, INCLUDING SECURITIES (WHICH TERM, FOR ALL PURPOSES HEREOF, INCLUDES WITHOUT LIMITING THE GENERALITY THEREOF, SHARES OF STOCK, BONDS DEBENTURES, NOTES, MORTGAGES OR OTHER OBLIGATIONS, AND ANY CERTIFICATES, RECEIPT OR OTHER INSTRUMENTS, REPRESENTING ANY RIGHTS OR INTEREST THEREIN OR WITH RESPECT THERETO) CREATED OR ISSUED BY ANY PERSON, FIRM, ASSOCIATION, CORPORATION OR GOVERNMENT OR SUBDIVISION THEREOF; TO EXERCISE AS OWNER OR HOLDER OF ANY SUCH PROPERTY ANY AND ALL RIGHTS, POWERS AND PRIVILEGES IN RESPECT THEREOF, TO HOLD, ADMINISTER, SELL, CONVEY, DISPOSE OF, INVEST AND REINVEST SUCH PROPERTY AND THE INCOME AND PROCEEDS THEREOF; TO USE, APPLY OR DISBURSE ANY OF ITS PROPERTY OR THE INCOME OR THE PROCEEDS THEREOF, EXCLUSIVELY FOR OR TOWARD ANY ONE OR MORE OF ITS PURPOSES AS LISTED HEREIN; F. TO SOLICIT THE DONATION OR INVESTMENT OF FUNDS FROM BOARDS, AGENCIES, AND INSTITUTIONS AFFILIATED WITH THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH AND FROM DONORS, INDIVIDUALS, FAMILIES AND SUPPORTERS OF THE UNITED METHODIST CHURCH; TO RECEIVE, HOLD, INVEST, REINVEST, AND ADMINISTER SUCH FUNDS AND OTHER PROPERTY WHICH MAY BE GIVEN, TRANSFERRED, CONVEYED OR ENTRUSTED TO IT IN AN INVESTMENT FUND OR MORTGAGE POOL; TO ISSUE RECEIPTS TO SUCH DONORS AND HOLDERS OF PARTICIPATION CERTIFICATES, NOTES OR DEBENTURES FOR THEIR GIFTS, OR AS THE CASE MAY BE, INVESTMENT IN DEBT SECURITIES, AN INVESTMENT FUND OR MORTGAGE POOL; TO INVEST SUCH FUNDS IN MORTGAGE LOANS TO UNITED METHODIST CHURCHES, AND TO THE EXTENT DETERMINED BY THE BOARD OF DIRECTORS, TO INVEST IN STOCKS, BONDS, OR OTHER SECURITIES, WITHOUT BEING LIMITED TO SO-CALLED LEGAL INVESTMENTS FOR FIDUCIARIES; TO COLLECT THE INTEREST OR INCOME THEREOF; TO PAY TO INVESTORS SUCH INTEREST UPON THEIR INVESTMENTS AS MAY BE DETERMINED BY THE CERTIFICATES OF PARTICIPATION, NOTE OR DEBENTURES OR CONTRACTS WITH THE CORPORATION; TO PURCHASE, SELL, EXCHANGE OR OTHERWISE DISPOSE OF, PLEDGE, MORTGAGE, OR HYPOTHECATE, ALL KINDS OF SECURITIES, AND TO EXERCISE ANY AND ALL OF SAID POWERS, EITHER ON ITS OWN ACCOUNT, OR AS AGENT OR TRUSTEE FOR ALL PERSONS, FIRMS, CORPORATIONS, OR OTHER ORGANIZATIONS; G. TO PROVIDE, FOR A REASONABLE FEE, CONSULTING, FINANCIAL, STEWARDSHIP AND ADMINISTRATIVES SERVICES FOR LOCAL CHURCHES, ORGANIZATIONS AND INSTITUTIONS OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH, THE UNITED METHODIST CHURCH, OTHER RELIGIOUS ENTITIES ORGANIZED AS A 501(C)(3) NOT FOR PROFIT ORGANIZATION WHOSE MISSION COMPLEMENTS AND SUPPORTS A WESLEYAN FOCUS ON ABUNDANT GRACE AND SHARED COMMITMENT TO MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD, H. TO EXERCISE ANY, ALL AND EVERY POWER UNDER WHICH A NON-PROFIT CORPORATION ORGANIZED UNDER THE PROVISIONS OF THE FLORIDA NOT-FOR-PROFIT CORPORATION ACT, AS FROM TIME TO TIME MAY BE AMENDED, FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES, CAN BE AUTHORIZED TO EXERCISE. NO PART OF THE ACTIVITIES OF THIS CORPORATION SHALL BE THE CARRYING-ON OF PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, OR THE PARTICIPATION IN ANY POLITICAL CAMPAIGN ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE FLORIDA METHODIST FOUNDATION RENEWED CEFEX (CENTER FOR FIDUCIARY EXCELLENCE) CERTIFICATION IN 2022. CEFEX CERTIFIED FIRMS ADHERE TO A STANDARD REPRESENTING THE BEST PRACTICES IN THEIR INDUSTRY. THE STANDARDS INCLUDE SPECIFIC CRITERIA WHICH HAVE BEEN SUBSTANTIATED BY REGULATION OR WRITTEN IN CONSULTATION WITH LEADING FIRMS. CEFEX CERTIFIED FIRMS VOLUNTARILY UNDERTAKE ANNUAL AUDITS BY INDEPENDENT EXPERT ANALYSTS. THIS CONTINUALLY VERIFIES THEIR ADHERENCE TO THE APPLICABLE STANDARD AND IS SUPPLEMENTAL TO OVERSIGHT PERFORMED BY REGULATORS, OR FINANCIAL AUDITORS.
FORM 990, PART VI, SECTION A, LINE 1A	UNLESS OTHERWISE DETERMINED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE SECRETARY AND THE CHAIRS OF THE STANDING COMMITTEES, WHO SHALL HAVE AND EXERCISE SUPERVISORY AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND GOVERNANCE OF THE BUSINESS OF THE FOUNDATION DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO AMEND THE ARTICLES OF INCORPORATION OR BYLAWS, APPROVE A DISSOLUTION OF THE FOUNDATION, MERGER OR CONSOLIDATION, INCREASE OR DECREASE THE SIZE OF THE BOARD, AMEND OR REPEAL ANY RESOLUTION OF THE BOARD THAT BY ITS EXPRESS TERMS CANNOT BE SO AMENDED OR REPEALED AND SHALL BE SUBJECT TO ANY OTHER RESTRICTIONS PLACED UPON ITS POWER BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO RECOMMEND TO THE BOARD OF DIRECTORS THE QUALIFICATIONS FOR OFFICERS OF THE FOUNDATION AND THEIR SALARIES AND SHALL ASSIST THE PRESIDENT IN THE SELECTION, EMPLOYMENT, AND PERFORMANCE REVIEW OF THE OFFICERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6	THE LAY AND CLERGY MEMBERS OF THE FLORIDA ANNUAL CONFERENCE ARE THE CORPORATE MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE CORPORATE MEMBERS OF THE FOUNDATION ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM USING THE AUDIT AND INFORMATION FURNISHED BY STAFF. THE FOUNDATION'S AUDIT COMMITTEE REVIEWED THE DRAFT FORM 990 WITH STAFF AND APPROVED IT. THE FINAL DRAFT WAS PRESENTED BY THE AUDIT COMMITTEE TO THE BOARD OF DIRECTORS AT THEIR MEETING FOR APPROVAL. UPON APPROVAL BY THE BOARD, THE FORM 990 WAS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	NO CONTRACT OR COMMERCIAL TRANSACTION BETWEEN THE FOUNDATION AND ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION OR ENTITY IN WHICH ONE OR MORE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE MEMBERS OF THE BOARD OF DIRECTORS OR OFFICERS OR ARE FINANCIALLY INTERESTED SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST, BECAUSE SUCH MEMBER OF THE BOARD OF DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION, OR BECAUSE HIS, HER OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSES, IF THE FOLLOWING CONDITIONS ARE MET: (A) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED MEMBERS OF THE BOARD OF DIRECTORS; AND (B) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE AS TO THE FOUNDATION AT THE TIME IT IS AUTHORIZED BY THE BOARD OF DIRECTORS; AND (C) COMMON OR INTERESTED MEMBERS OF THE BOARD OF DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE FOUNDATION'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT AND OTHER OFFICERS. AN INDEPENDENT HUMAN RESOURCE CONSULTANT PROVIDED COMPENSATION RANGES FOR ALL STAFF INCLUDING THE PRESIDENT AND KEY EMPLOYEES IN 2015, 2017, 2019 AND 2022. THIS REPORT WAS PROVIDED TO THE EXECUTIVE COMMITTEE. THE INDEPENDENT CONSULTANT UTILIZED VARIOUS LOCAL, REGIONAL AND NATIONAL SALARY GUIDE DATABASES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. TAX RETURNS AND FINANCIALS ARE AVAILABLE UPON SIGNED WRITTEN REQUEST AND ALSO AVAILABLE UPON EMAIL REQUEST FROM OUR WEBSITE. IN AN ATTEMPT TO "GO GREEN," THE FOUNDATION OFFERS THE OFFERING CIRCULAR UPON REQUEST ON THE WEBSITE IN ELECTRONIC FORM. THE PRINTED FORM IS AVAILABLE UPON REQUEST - EITHER VERBAL, WRITTEN OR ELECTRONIC. TWO DOCUMENTS ARE PRODUCED ANNUALLY, THE OFFERING CIRCULAR AND FUMF FUND DISCLOSURES, DESCRIBING THE FOUNDATION'S WORK ASSISTING AGENCIES, DISTRICTS AND CHURCHES PRIMARILY OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST. THE OFFERING CIRCULAR HIGHLIGHTS THE FOUNDATION'S DEVELOPMENT FUND WHICH PRIMARILY MAKES LOANS TO FLORIDA UNITED METHODIST CHUIRCHES AND RETURNS INTEREST INCOME FOR THE CHURCHES. THE FUMF FUND DISCLOSURE DESCRIBES THE CHURCH ENDOWMENT INVESTMENTS THROUGH THE FUMF FUNDS AND REPORTS THEIR PERFORMANCE. BOTH DOCUMENTS, OFFERING CIRCULAR AND FUMF FUND DISCLOSURE, ALSO INCLUDES THE FOUNDATION'S ANNUAL AUDIT. THE FOUNDATION ALSO MAILS ITS ANNUAL REPORT OR AN ANNUAL NEWSLETTER TO ALL ACCOUNT HOLDERS, WHICH HIGHLIGHTS ITS FINANCIALS FOR THE YEAR. THE ANNUAL REPORT AND NEWSLETTER ARE ALSO AVAILABLE ONLINE AT THE FOUNDATION'S WEBSITE. CURRENT AUDITED FINANCIALS ARE PART OF THE PRINTED OFFERING CIRCULAR AND FUMF FUND DISCLOSURE AND ARE SENT OUT WITH ANY REQUEST OR DISTRIBUTED CIRCULARS EVEN BY EMAIL.
FORM 990, PART XI, LINE 9:	CHANGE IN PRESENT VALUE OF FUTURE INTEREST IN TRUSTS 66,184. FMV ADJUSTMENT 2,171.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH 450 MARTIN LUTHER KING JR AVE LAKELAND,FL33815 59-0904361	SUPPORT UNITED METHODIST CONGREGATIONS AND THEIR LAY AND CLERGY LEADERS	FL	501(C)(3)	LINE 1	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) CHARITABLE REMAINDER TRUSTS (3)	SUPPORT FOUNDATION'S MISSION	FL	FLORIDA UNITED METHODIST FOUNDATION					Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	170,027	120,550
9	Program service revenue (Part VIII, line 2g) .........	5,474,010	6,220,577
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-28,273	902,297
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	4,611	993
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,620,375	7,244,417
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	29,670	96,600
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,924,355	1,714,575
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,897,373	5,323,858
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,851,398	7,135,033
19	Revenue less expenses. Subtract line 18 from line 12.......	-231,023	109,384
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	262,067,515	235,268,966
21	Total liabilities (Part X, line 26).............	249,400,044	221,110,425
22	Net assets or fund balances. Subtract line 21 from line 20.....	12,667,471	14,158,541

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 6,537,348 including grants of $ 96,600 ) (Revenue $ 6,220,577 )
	THE FOUNDATION IS A RELATED, BUT SEPARATELY ORGANZIED, ENTITY WITH THE PURPOSE OF SERVING THE FLORIDA ANNUAL CONFERENCE (FAC) OF THE UNITED METHODIST CHURCH. ITS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. IT SERVES AS A CHANNEL FOR PHILANTHROPIC GIVING TO LOCAL CHURCHES, AGENCIES AND INSTITUTIONS AFFILIATED WITH THE FLORIDA CONFERENCE THROUGH VARIOUS TRUST VEHICLES. IN ADDITION, FUNDS DEPOSITED WITH THE FOUNDATION MAY BE LOANED TO UNITED METHODIST CHURCHES, AGENCIES AND INSTITUTIONS PRIMARILY WITHIN THE FLORIDA CONFERENCE FOR BUILDING AND OTHER CAPITAL PROJECTS. THE NUMBER OF UNITED METHODIST CHURCHES AND OTHER AGENCIES WITH THE FAC BENEFITED IN 2023 WAS 387.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses6,537,348

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) CESAR VILLAFANA........................................................................ BOARD MEMBER	4.30 .......................0.00	X		0	0	0
(19) DENNIS VLASSIS........................................................................ BOARD MEMBER	4.30 .......................0.00	X		0	0	0
(20) REV EDWARD NEW........................................................................ PRESIDENT & CEO	37.50 .......................0.00		X	127,827	0	116,852
(21) PAMELA HICKS........................................................................ VICE PRESIDENT	37.50 .......................0.00		X	171,919	0	37,741
(22) REV JOHN PETERSON........................................................................ VICE PRESIDENT	37.50 .......................0.00		X	100,175	0	107,207
(23) ANDREW CRASKE........................................................................ VICE PRESIDENT	37.50 .......................0.00		X	130,474	0	29,405
(24) MARGARET COX........................................................................ TREASURER	37.50 .......................0.00		X	110,220	0	18,655

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	640,615	0	309,860

1	Briefly describe the organization’s mission or most significant activities: TO STRENGTHEN MINISTRIES OF UNITED METHODIST CHURCHES AND AGENCIES BY PROMOTING CHRISTIAN STEWARDSHIP THROUGH EDUCATION, CONSULTING, DEVELOPMENT AND FINANCIAL SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	15
6	Total number of volunteers (estimate if necessary) .............	6	19
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation
CAPFINANCIAL PARTNERS LLC PO BOX 896952 CHARLOTTE,NC28289	INVESTMENT ADVISORY	128,854




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	120,550

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		120,550

		Business Code
2a	INTEREST ON LOANS	525920	5,644,046	5,644,046
b	TRUST ADMINISTRATIVE FEES	525920	572,409	572,409
c	SEMINAR AND SERVICE FEES	525920	4,122	4,122
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		6,220,577

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,149,469			1,149,469
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	38,793,288
b	Less: cost or other basis and sales expenses	7b	39,040,460
c	Gain or (loss)	7c	-247,172
d	Net gain or (loss).........			-247,172			-247,172
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	BANK CREDIT		900099	583			583
b	LICENSE REFUND		900099	410			410
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			993
12	Total revenue. See instructions.....			7,244,417	6,220,577	0	903,290

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	96,600	96,600
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	950,475	823,206	127,269
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	650,493	563,350	87,143
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	46,900	40,609	6,291
9	Other employee benefits .......
10	Payroll taxes ...........	66,707	57,773	8,934
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	44,743		44,743
c	Accounting ...........	40,409		40,409
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	187,845		187,845
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	243,865	218,130	25,735
12	Advertising and promotion ....	32,515	29,520	2,995
13	Office expenses .......	104,737	86,694	18,043
14	Information technology ......	231,401	212,058	19,343
15	Royalties ..
16	Occupancy ...........	47,452	43,181	4,271
17	Travel ............	36,650	32,747	3,903
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	34,827	31,981	2,846
20	Interest ...........	4,171,628	4,171,628
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	88,253	76,605	11,648
23	Insurance ...	28,505	25,762	2,743
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ANNUAL REPORT AND CONF.	10,824	9,829	995
b	ASSOCIATION DUES	10,461	9,382	1,079
c	REPAIRS & MAINTENANCE	5,508	4,990	518
d	APPAREL EXPENSES	1,278	997	281
e	All other expenses	2,957	2,306	651
25	Total functional expenses. Add lines 1 through 24e	7,135,033	6,537,348	597,685	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			196	1	31,525
2	Savings and temporary cash investments .........			14,408,989	2	3,595,227
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			21,273	4	23,827
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			105,188,112	7	112,565,013
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			63,044	9	43,690
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,498,988
b	Less: accumulated depreciation	10b	1,410,253	1,176,988	10c	1,088,735
11	Investments—publicly traded securities .			140,242,795	11	116,383,834
12	Investments—other securities. See Part IV, line 11 .....			121,567	12	255,786
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			844,551	15	1,281,329
16	Total assets. Add lines 1 through 15 (must equal line 33)...			262,067,515	16	235,268,966

17	Accounts payable and accrued expenses .....	566,881	17	435,554
18	Grants payable ...	30,000	18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	89,763,168	21	95,146,607
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	250,000	24	250,000
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	158,789,995	25	125,278,264
26	Total liabilities. Add lines 17 through 25..	249,400,044	26	221,110,425

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	9,309,564	27	10,580,108
28	Net assets with donor restrictions ...........	3,357,907	28	3,578,433
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	12,667,471	32	14,158,541
33	Total liabilities and net assets/fund balances ........	262,067,515	33	235,268,966